Energy security: the return of long-term contracts?

Spot markets have delivered more and more โ€˜commodities on demandโ€™ over the past half-century. But is this model fit for the energy transition? Many markets are now desperately short, causing explosive price rises. And sufficient volumes may still not be available at any price. So this 13-page note considers a renaissance for long-term contracts and who might benefit?

Copyright: Thunder Said Energy, 2019-2024.